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Employee Details

M Mazzochetti 2014

Mark S. Mazzochetti, CISP
Vice President, Retirement Services Officer
(585) 419-0670 x50606
[email protected]

M Mazzochetti 2014
Mark S. Mazzochetti, CISP
Vice President, Retirement Services Officer
(585) 419-0670 x50606
[email protected]

About

Mark Mazzochetti, a Certified IRA Services Professional, has over 30 years in the Financial Services Industry. Mark is currently a Vice President and Retirement Services Officer managing a portfolio of retirement investment accounts and is the product manager of the individual retirement accounts for CNB Wealth Management.

Prior to joining Canandaigua National Bank & Trust, Mark spent two years as a Pension Plan Administrator with EPIC Advisors, Inc. a nationally recognized, full-service recordkeeping firm headquartered in Rochester, NY. He started his career in the Financial Services Industry as a Banking Services Representative with Central Trust Company. After he became the IRA Specialist for Central Trust Company and transitioned through the merger of Central Trust Company and M&T Bank, Mark accepted the position of IRA Coordinator with First National Bank of Rochester.

Education

B.S. Management/Marketing, St. John Fisher College
Certified IRA Services Professional (CISP)
Ascensus Retirement Services - IRA Institute
American Institute of Banking
American Society of Pension Actuaries
New York State Bankers Association

Professional

Member, Institute of Certified Bankers
Notary Public

Articles

Can I Take Money from My IRA Without Any Penalty?
Caution: Rollover in Progress
Changing Jobs? Remember Your Retirement Plan Account
Changing Jobs? Take Your 401(k) and Roll It
Charitable Contributions from IRAs
Converting Your After-Tax 401(k) Dollars to a Roth IRA
Danger: Don't Touch
Deciding What to Do with Your 401(k) Plan When You Change Jobs
Earn Too Much for a Roth IRA? Try the Back Door!
I Need Money: Can I Take Funds from My IRA?
IRA Owners Bill of Rights
New Rule for IRA Rollovers
Podcast: Take Charge of Your Retirement
Should You Roll Your 401(k) to an IRA?
Six Potential 401(K) Rollover Pitfalls
The Benefits of IRA Consolidation
Two Ways to Roll over Retirement Funds
Understanding IRAs
What Are My Options if I Inherit an IRA or Benefit from an Employer-Sponsored Plan?
What are Required Minimum Distributions and How Are They Calculated?

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